Anthony M. Roylance

PINKERTON WEALTH PARTNERS

HILLSBORO, MO

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CRD#: 6054330

Professional summary

Anthony Michael Roylance, who also goes by Tony Michael Roylance, is a registered financial advisor currently at PINKERTON WEALTH PARTNERS located in Hillsboro, Missouri.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Anthony has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tony Michael Roylance

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SHERMAN PORTFOLIOS INVESTMENT ADVISER DIRECTOR RESEARCH INVESTMENT RELATED SINCE 10/2022

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Michael Roylance's CRS (Customer Relationship Summary).

June 14, 2012 - February 10, 2015

MCR CAPITAL MANAGEMENT

RIA

CRD#: 160853

HILLSBORO, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PINKERTON WEALTH PARTNERS

CRD#: 120973 / SEC#: 801-71563

RIA

Registered Investment Advisory firm - (6/15/2010 Approved)

Idaho

Registered Investment Advisory firm - (10/2/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(8/29/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/22/2011

Uniform Investment Adviser Law Examination

Current Firm

PINKERTON WEALTH PARTNERS

CRD#: 120973 / SEC#: 801-71563

RIA

Registered Investment Advisory firm - (6/15/2010 Approved)

Idaho

Registered Investment Advisory firm - (10/2/2006 Terminated)

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Contact information

Main Address

2000 John Loop, Coeur D'alene, ID 83814

Mailing Address

Phone number

(800) 634-2008

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B COMBINED DISCLOSURE BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	677
AUM (Assets Under Management)	$ 1,253,817,854

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Anthony M. Roylance

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Michael Roylance's CRS (Customer Relationship Summary).

Certified licenses

Experience

PINKERTON WEALTH PARTNERS

PINKERTON WEALTH PARTNERS

SHERMAN PORTFOLIOS, LLC

CAPITAL MANAGEMENT SERVICES, INC.

MCR CAPITAL MANAGEMENT

Primary Firm SEC Registration

PINKERTON WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2011

Current Firm

PINKERTON WEALTH PARTNERS

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PINKERTON WEALTH PARTNERS

TRUST BUT VERIFY

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